Nonprofits on Salesforce looking at upgrading their supporter experience

Most established nonprofit organizations use Salesforce to manage donors, fundraising, and even programs – but because of the tools power and flexibility, implementing Salesforce effectively in an IT context comes with unique challenges. Explore common challenges nonprofits face with Salesforce, how the WeGive platform addresses these issues, how to choose between Salesforce’s Nonprofit Success Pack (NPSP) and the new Nonprofit Cloud (NPC), expert insights from top Salesforce partners, and real-world case studies.
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Challenge #1

Siloed data and one-way synchronization issues for fundraising and marketing tools that live outside of Salesforce

Every nonprofit struggles with disconnected data systems that don't fully communicate with their CRM, and although Salesforce provides the most scalable solution, it is no exception to this issue. The typical scenario involves fundraising platforms or marketing tools that only push information to Salesforce without receiving updates in return. This one-directional data flow creates significant problems:

Outdated information

When data only flows one way, there is a gap that is created for updates in salesforce not pushing back or creating a path for duplicates.

Manual reconciliation

Staff must spend valuable time manually comparing and reconciling records between systems to ensure accuracy.

Inconsistent records

Without bi-directional synchronization, donor data become fragmented across platforms, preventing a unified view of constituents.
This fundamental integration challenge undermines the ability to use softwares outside of Salesforce effectively, forcing organizations to maintain multiple sources of truth rather.
Challenge #2

Limitations for powering a donor portal

Fundraising platforms that integrate to Salesforce do not include offline data and are not impact focused or bi-directionally synced.

Salesforce's Experience Cloud is a real solution for a donor portal, but nonprofits face significant barriers to implementation.

High licensing costs

High licensing costs that quickly become prohibitive (approximately $4,320/year for just 10 users)

Complex customization

Complex customization requirements demanding specialized technical expertise

Low flexibility

Difficulty displaying a management UI of comprehensive activity across online and offline donations, events, etc.  

Poor performance

Experience Cloud does not offer pre-made donor portals, so portals need to be set up and struggle to improve engagement.
These limitations directly impact donor satisfaction and engagement. Without an intuitive, accessible portal, constituents cannot easily view their giving history, update personal information, or manage recurring donations. The resulting frustration drives increased support calls and potentially reduces donor retention rates.
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Experience Cloud implementations often take a long time yet result in simple interfaces that fail to meet expectations for modern digital experiences.
Challenge #3

Disconnected marketing tools and communications that come with challenging automation upkeep

Nonprofits typically manage constituent communications across multiple disconnected platforms. There are typically different platforms for each communication channel (email tools, SMS tools, direct mail tools, web-chat tools) that sits on top of Salesforce, and then different platforms for an organization's various fundraising efforts, which have their own 'automation' triggers that represent moments where you want to communicate to a contact with relevant information. For example, if you were going to send a text message to contacts who register for an event, only if they have given to your organization in previous years, and inlcude their last gift amount, first name and spouse name - you would need your event registration tool to trigger an message, for salesforce data on to filter that trigger based on contact giving history and add the merge tags for the message, and an SMS tool to ingest that data and send it.

Manual list management

Staff continually export contact lists from Salesforce only to import them into different marketing platforms, wasting time and introducing data security risks. This repetitive process creates opportunities for human error and outdated information.

Incomplete engagement tracking

When marketing activities occur outside Salesforce, valuable interaction data like email opens, event registrations, or campaign participation isn't automatically captured in constituent records, leading to an incomplete picture of engagement.

Inconsistent communications

Without a unified view of constituent interactions across channels, organizations risk sending redundant or contradictory messages, potentially damaging carefully cultivated relationships, or not respecting legally binding communication preferences.
These disconnected systems fundamentally undermine the goal of having Salesforce serve as a comprehensive CRM, forcing teams to juggle multiple platforms that weren't designed to work together in order to deliver personalized communications at scale.
Challenge #5

There can be a rigid process for editing or creating payment forms and pages that sync back to salesforce objects for donations, pledges, recurring plans, events, and more

Fundraising teams (advancement or development) frequently need to create or update donation pages and forms for new campaigns or initiatieves. These changes typically require IT support or vendor involvement. The result is a slow turnaround for launching new giving pages and frustration when agility is needed for fundraising appeals. Nonprofits may find their donation form tools inflexible, leading to workarounds or delays when trying to, for example, add a new giving option or tweak a form field.
Challenge #6

Missing data objects for nonprofits that end up being messy custom objects or 'over-flexed' default Salesforce objects

Out of the box, Salesforce lacks certain objects or constructs critical for nonprofit fundraising. For example, pledges (multi-year donation commitments) don’t have a native standard object in Salesforce, and often, unlike their counter object recurring gifts (that simply differs in theory of having an 'end date' and 'frequency' field), get's treated as an 'over-flexed' opportunity object. Similarly, tracking payouts (the disbursement of funds from a fundraising platform or donor-advised fund) isn’t a standard Salesforce object, nor is communication subscription list outside of the required and expensive Marketing Cloud license. These gaps mean nonprofits have to build custom objects, over-engineer existing objects, or purchase add-ons to properly track pledges, payment installments, and other key fundraising data, adding complexity and cost.

Pledge Tracking

No native objects for pledge  commitment, requiring more complex opportunity changes.

Payout Processing

No built-in system for tracking disbursements from payment processing platforms.

Digital Recurring Plans

No standard functionality for donors to manage their recurring giving data in SF.

Communication Lists

Outside of marketing cloud, there are not native objects for communication lists.
Which version of Salesforce?

Non-Profit Success Pack (NPSP) vs. Non-Profit Cloud (NPC)

NPSP is the longtime Salesforce.org solution for nonprofits, provided as a free managed package that sits on top of the Salesforce platform . It retrofits standard Salesforce (Sales Cloud) to better fit nonprofit needs – adding objects for donations (called Opportunities, with Payments), recurring donations, relationships, and more. NPSP has been around since 2008 and is used by thousands of organizations. By contrast, the new Nonprofit Cloud (NPC), launched in 2023, is built natively into Salesforce as an industry-specific product (no separate package installation). Salesforce is focusing 'future innovation' on NPC as the next-generation nonprofit offering, however licenses are nearly 2x more expensive and set up typically takes 2x the amount of resources. The data model is also more complicated and there are less users of NPC.


In general, NPSP is the leading CRM for established nonprofits in the United States and is still the preferred set up for Salesforce integrator agencies, Vendors, and Nonprofits.
Data Architecture
NPSP is a collection of packages that customize standard Salesforce entities (Accounts, Contacts, Opportunities) and add custom ones. It uses a “Household Account” model where individual constituents are Contacts grouped under a household Account record. In other words, each donor has a Contact record, and one or more Contacts can roll up to a Household Account (even if many households end up having just one Contact). Nonprofit Cloud, on the other hand, uses Person Accounts to represent individual donors. A Person Account in Salesforce is a special hybrid object that is simultaneously an Account and a Contact (one record serves as both). This means in NPC, each constituent is typically a Person Account, and “Household” accounts are not the default way to model individuals . (Household groups can still be created in NPC for grouping, but via a new Party Relationship Group object rather than as the core data model.) The shift to Person Accounts is supposed to simplify having a single record per individual and avoid the proliferation of one-contact “dummy” household accounts, however, in practice, it has largely introduced complexities with implications for compatibility and custom development (discussed below).
Included Features
Nonprofit Cloud is a more comprehensive, all-in-one solution out of the box. Salesforce has packaged a suite of nonprofit capabilities into NPC – not just fundraising/donor management, but also program management, case management, grantmaking, and marketing integrations . It comes with pre-built components like the Actionable Relationship Center (ARC) for visualizing relationships among constituents (a graphical view not available in NPSP), and uses newer Salesforce tech like OmniStudio for form flows and automation. In essence, NPC “casts a wider net”: one expert described it as “a comprehensive suite of tools that cover fundraising, program management, marketing, and analytics – everything in one platform” (advancedcommunities.com), reducing the need for many add-ons to the data model, although requiring that the tools used for fundraising, programs, marketing and analytics adhere to the NPC data model, which, in theory, reduces the benefit of the objects existing out of the box. NPSP by itself is more narrowly focused on fundraising and basic CRM; many organizations on NPSP still need additional data models and even applications for things like volunteer management, advanced analytics, or marketing automation. For example, NPSP does not include a full-fledged case management or program tracking module (Salesforce offered separate add-ons like Program Management Module), whereas Nonprofit Cloud has these functions built-in with new standard objects. If the manual management of programs needs to occur in the safe interface for administrators as  fundraising efforts, NPC could have the edge, however, the simplicity and scalability of the NPSP data model is difficult to walk away from.
Complexity and Customization
Because NPSP is essentially an augmentation of Sales Cloud, it’s relatively straightforward and familiar for those who know Salesforce. Its data model is considered simpler – largely centered around Contacts/Accounts for constituents and Opportunities for donations. Some nonprofits have heavily customized NPSP to fit their processes, leveraging its open-source flexibility. NPC, being a newer and more expansive product, is more complex by design. It introduces many new custom objects (when the Nonprofit Cloud license is enabled, a bundle of objects and components become available). This added complexity means there is more to learn and potentially configure. Some tasks that were simple in NPSP (like managing addresses or viewing household rollups) work differently in NPC. On the flip side, NPC’s comprehensive approach can reduce the need for building custom solutions – many things are point-and-click configurable with the provided components (though you have to learn how to use them and they still need to integrate to 3rd party tools). One comparison noted that “NPSP is highly customizable to fit your specific needs” whereas “Nonprofit Cloud’s all-in-one nature means less need (and somewhat less room) for customization” (aptaria.com). In short: NPSP might require you to add what you need (with help from the community or partners), whereas NPC gives you a lot upfront but requires you to navigate a more complex environment, but both likley need to be integrated to marketing and fundraising tools that likely adhere to the contact/account model.
Cost and Licensing
Both NPSP and NPC participate in Salesforce’s Power of Us program (which provides the first 10 Salesforce licenses free to eligible nonprofits). NPSP itself is free to install on a Salesforce Enterprise or Unlimited Edition org. Nonprofit Cloud is a Salesforce “Industry” product – essentially it is a licensed solution like Sales Cloud or Service Cloud. After the free licenses, NPC has a higher per-user cost than a basic Sales Cloud license. According to Salesforce’s pricing (2025), Nonprofit Cloud Enterprise Edition is around $60 USD/user/month (and Unlimited Edition around $100/user/month). NPSP, by contrast, can be used on top of a standard Sales/Service Cloud license (which for nonprofits might be $36/user/month per Enterprise license as quoted in one example). Practically, this means an organization might pay more to use NPC – but that cost includes all the 'extra functionality', which may or may not be helpful. If you would otherwise be paying for add-ons or third-party tools with NPSP, those costs need to be weighed. Many smaller nonprofits are very budget-sensitive, making NPSP’s low cost (10 free users and low cost beyond that) extremely attractive  . Larger nonprofits with more budget may find NPC’s value worth the price, especially if it replaces other paid systems. A summary from one consulting firm put it this way: “NPSP may be more cost-effective for smaller organizations, while Nonprofit Cloud could offer a better ROI for larger entities due to its extensive capabilities.”, however, based on a meta analysis of salesforce implementors, NPC impementations took 2x more billable hours to get to a usable state vs. NPSP implementations.
Support and Ecosystem
With NPSP’s long history, a robust community of nonprofit users and partners has grown around it. There are extensive online resources, community forums (the Power of Us Hub), and many third-party apps built to work with the NPSP data model. Nonprofit Cloud being newer has the official backing of Salesforce’s support and product teams (since it’s a current Salesforce product), but a smaller community knowledge base so far. For example, many payment processors and integrations were built for NPSP and may not yet be compatible with NPC out of the box. Salesforce and partners are rapidly updating connectors for NPC, but if your org relies on a specific app, you’d need to confirm NPC support. On the flip side, NPC users benefit from direct Salesforce support (as part of the licensing) and can leverage knowledge from other industries because the components are more universal. Cloud for Good, a prominent Salesforce partner, notes that many of their clients are choosing the new Nonprofit Cloud to “stay at the forefront of innovation” and take advantage of features proven in other sectors (since NPC is built with interchangeable components from across Salesforce industries) but struggling to see the benefit. In summary: NPSP has a decade of community solutions and Q&A to draw on, whereas NPC is newer with Salesforce’s investment behind it but less community maturity (for now), while also receiving some rejection from the community.
Current State vs Future State
Salesforce has made it clear that new feature development will focus on Nonprofit Cloud moving forward, though NPSP will continue to be supported and receive bug fixes. This means that over time, the innovation gap will grow – NPC will get the latest and greatest (including AI-driven features, new analytics, etc.), while NPSP will remain relatively static. However, NPSP is a proven, stable solution and Salesforce has no end-of-life date announced; they’ve even continued minor updates and still offer NPSP to new customers who specifically request it. For a nonprofit investing in Salesforce now, this raises a strategic question: implement the older but reliable NPSP, or go with the forward-looking NPC which might better serve future needs? Many organizations that are already on NPSP are taking a cautious approach – “if it isn’t broken, no immediate rush to change”. But Salesforce.org sales teams are aggressively pushing NPC with 2x+ license price tags (and larger commission checks). A pragmatic take by Arkus Inc. is: If you’re a smaller org and NPSP meets your needs today, you can stick with it for now (it’s cost-effective and solid). But if you want to future-proof and leverage advanced capabilities, especially as a larger org, NPC is a good choice – just be prepared for a more complex implementation.  Both options can be successful, but there are very few real 'features' that end users will miss between NPC and NPSP today.

So, should we use NPSP or NPC?

In general, NPSP remains the better fit for small to enterprise nonprofits that primarily need donor management, fundraising tracking, need flexibility for growing online giving, personlizing communications with industry leading tools, and maximum affordability. It offers flexibility and a huge community ecosystem, with the trade-off that you may need to bolt on a few extra tools as you grow, which organizations will need to do regardless for fundraising and communications. Nonprofit Cloud (NPC) is a bit too early and complex. It is supposed to be well-suited for larger nonprofits or those with complex, enterprise-level needs – multiple programs, sophisticated fundraising strategy, large data volumes, and a desire to consolidate on Salesforce’s newest tech, however, mostly just introduces a complexity into the account/contact data model and another layer of confusion for integrating tools. Someday, organization can invest in NPC and absorb the complexity for long-term gains of an integrated solution.
  • Arkus, Inc. Jason Atwood of Arkus emphasizes evaluating your organization’s scale and future plans. He points out that NPSP’s big advantages are cost and simplicity – nonprofits get up to 10 free licenses and a proven system that’s easy to implement, with many third-party apps readily compatible . However, he notes NPSP will not get new feature enhancements going forward. NPC, conversely, brings cutting-edge functionality (he cites things like OmniStudio FlexCards, the data processing engine, and AI integrations) and is built for larger operations . Arkus advises that if you’re currently on NPSP and it meets your needs, there’s “no immediate rush to change”  – you can wait until NPC matures further or until you need capabilities only NPC provides. But for new implementations or organizations looking to scale up significantly, NPC is likely the strategic choice. Ultimately, “the choice boils down to your organization’s scale and ambitions. NPSP is an excellent, cost-effective option for smaller nonprofits… NPC is ideal for organizations looking to leverage more advanced functionality and scale over time.” . In other words, Arkus suggests aligning the solution to your nonprofit’s size: small = NPSP (for now), large or growing = NPC.
  • Cloud for Good. As a design partner in Salesforce’s development of NPC, Cloud for Good is bullish on the new platform. They report that many of their clients are opting for the reimagined Nonprofit Cloud to stay ahead. One key point they make is that because NPC is built into core Salesforce, innovations from other industries can be quickly adopted – “any innovations across industries can be pulled in and aligned to fit Nonprofit use cases” . For example, features from Financial Services Cloud or Public Sector solutions (like the ARC or case management tools) are now available to nonprofits via NPC. This cross-pollination is a big plus in their view. Cloud for Good also addresses a common fear: that NPC’s fundraising features aren’t mature. They label that a myth, stating that while the data model is different, the core fundraising functionality in Nonprofit Cloud is already surpassing parity with NPSP . In other words, NPC can do what NPSP does (and then some) for fundraising – and it’s only getting better as Salesforce rolls out updates each release. They acknowledge that migrating from NPSP requires effort (data conversion, etc.), but frame it as an investment to limit technical debt long-term . Cloud for Good’s point of view: if you want to be on the cutting edge and benefit from Salesforce’s latest tech (AI, integration of multiple functions, etc.), NPC is the way to go, and it’s ready now for prime time in fundraising.
  • Heller Consulting. The team at Heller has a more pragmatic take. In a 2023 blog, they highlight that NPSP remains a viable choice and is still supported by Salesforce with no sunset date . They note that “Salesforce is focusing innovation on the new Nonprofit Cloud,” but also candidly list some features NPC does not yet offer that NPSP users might miss . For instance, Heller points out that Volunteers for Salesforce (V4S) provided volunteer management in NPSP, whereas “Nonprofit Cloud does not yet offer volunteer management functionality” and that functionality isn’t on the near roadmap . Additionally, many third-party apps (like certain payment processors or online fundraising tools) were built for NPSP and “have not yet developed integrations for Nonprofit Cloud.”  They advise checking compatibility for any critical integrations if considering NPC . Heller’s guidance on switching: it’s possible but not a quick, in-place upgrade – it requires a migration project because of the different data model . They recommend engaging with a partner for such a migration. The takeaway from Heller: If you need something that NPC doesn’t have today, it’s perfectly fine to stick with NPSP in the near term. But if NPC covers your needs, it’s worth evaluating, especially for new Salesforce customers or those looking to modernize. They echo that cost may differ – some nonprofits might find NPC’s licensing higher, so budget is a factor . This balanced view suggests nonprofits do a gap analysis of features and integrations before jumping in.
  • Other Consultants & Blogs. Many other Salesforce experts have chimed in on the NPSP vs NPC discussion. For example, Cube84 (a Salesforce partner) similarly notes that “NPSP may be more cost-effective for smaller orgs, while Nonprofit Cloud could offer better ROI for larger entities”  due to the latter’s extensive capabilities. They also stress evaluating your IT support: if you have limited Salesforce admin resources, the simpler NPSP might be easier to maintain  , whereas NPC might shine in an environment with solid IT or consulting support. Idealist Consulting has written about Person Accounts, explaining how the NPC model allows for more personalized views of donor data and can streamline certain processes (no more juggling a contact and account record) . However, others have cautioned that Person Accounts come with some Salesforce quirks – for instance, an experienced admin writing on a personal blog (“Free Like a Puppy”) expressed that Person Accounts, while powerful, can be “difficult to use” in some scenarios and require careful enablement (e.g. once on, you can’t turn them off easily) . These opinions underscore that moving to NPC’s data model is a one-way decision that should be made with full awareness. Finally, many partners underscore the innovation trajectory: TwoPi Consulting notes that “NPSP was built on basic Sales Cloud features while Nonprofit Cloud is a more complex solution for complex processes” and that a lot of the latest Salesforce tech (like Data Cloud/CDP, Tableau CRM, etc.) aligns more naturally with Nonprofit Cloud . The consensus is that Salesforce is not abandoning existing NPSP customers, but it is clearly encouraging nonprofits to embrace the new cloud when they are ready.
Frankly, incentives (for Salesforce sales teams and integrator agencies) are aligned to push for NPC adoption. Experts noticeably fail to disclose the cost of implementation will be over 2x and the cost of licenses 2-3x more, while also failing to identify what exact features beyond 'program management' NPC investments gets you while citing 'new development' or 'cutting edge' features.
WeGive-Salesforce: Seamless Integration

Seamlessly integrate your nonprofit fundraising, donor management, and engagement with Salesforce+WeGive

WeGive offers real-time, bi-directional syncing with Salesforce, treating it as the single source of truth while keeping other systems in lockstep. Donations or updates made through WeGive are pushed into Salesforce, and key Salesforce data flows back into WeGive, ensuring no more data silos.

Real-Time Syncing

Bi-directional data flow keeps Salesforce as your single source of truth

Consistent Data

Eliminate manual imports with automatic updates across platforms

Instant Updates

Donor records and engagement data refresh immediately system-wide
WeGive-Salesforce: Powerful Portals

Unified donor portal with better UX and UI

Fair Costs

Ditch the experience cloud licensing costs for a data storage model that works for NPOs.

Fully Customizable

Brand the portal to match your organization's identity with your colors, logos, and style.

Self-Service Features

Donors can view giving history, update information, and manage recurring gifts without contacting staff.

Real-Time Salesforce Data

Portal displays combined data from Salesforce, including offline donations and household relationships.
WeGive provides a customizable donor portal out-of-the-box, so nonprofits don't have to build one on Experience Cloud from scratch. Each supporter gets a personal profile to log in, see their giving history, update information, and view tailored content—all deeply integrated with your Salesforce data.
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WeGive-Salesforce: Unified Payments

Power payments across all types of contributions revenue and service revenue collection

WeGive acts as a central hub for all payment  channels, capturing offline contributions alongside online ones. It ingests data on checks, cash gifts, stock donations, whether general donations or for goods and services, then syncs these into Salesforce so they appear correctly within your standard data model, ensuring a comprehensive view of donor activity.

Check & Cash

Digitally capture paper checks abnd cash into a digital system that syncs bi-directionally.

Non-cash gifts

Accept and understand non-cash gifts and appropriately assign them in Salesforce.

Service revenue

Process or record non-donation transactions correctly in salesforce as well.

Fair Market Values

Correctly assign fair-market values along with donations that receive goods or services.
WeGive-Salesforce: Easy Marketing

Get a multi-channel marketing automation suite that's already set up and integrated.

WeGive includes built-in marketing automation that leverages unified donor data. Nonprofits can set up triggered donor journeys, newsletters, and acknowledgments that pull data directly from Salesforce. Because WeGive centralizes giving and engagement info, segmenting audiences is far easier—no more exporting CSVs to create targeted communications.

Pre-made triggers

Get access to all of the triggers you need to automating transactional messages without any IT work.

Segment Salesforce data

Get a clean AI-power user interface for segmenting your existing contacts and leads in Salesforce.

Layer with marketing data

Include marketing performance data for segmentation and merge tags on top of Salesforce data.

Merge tags

Use any marketing performance, trigger meta-data, or existing salesforce data as message fields.

Multi-channel

Send text emails, html emails, sms, mms, printed direct mail, web chats, or handwritten direct mail.

Unified analytics

View marketing communication performance connecting with revenue for full analytics.

Payment form integrated

Get marketing automation that includes events and data from your webforms out of the box.

Templates

Get access to industry leading templates from top nonprofit agencies and organizations.
WeGive-Salesforce: Delightful Data

Get extra objects in Salesforce, and data parity across your integrated softwares.

WeGive allows you to integrate bi-directionally with any object in Salesforce, but also gives you some well architected objects that are missing in Salesforce.
Payouts
Pledges
Communication Lists
Communication Preferences
Sent messages
Events & registrations
P2P Fundraisers
Forms & form submissions
Journeys & history